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Wealth Management

Through strategic guidance, we’ll help you plan for retirement, manage your income, and protect your assets. Dedicated to providing exceptional service, we’re right here with you—today, tomorrow, and for all the years to come.

ESL Wealth Management is offered through ESL Investment Services, LLC, a subsidiary of ESL Federal Credit Union, and ESL Trust Services, LLC. Focus applies to three key financial phases—accumulation, preservation, and distribution—and more specifically:

Investment Services*

  • Education Planning
  • Insurance Planning
  • Retirement Planning
  • Wealth Management Planning
  • Investment & Planning for Businesses and Corporations

Trust Services

  • Trust Administration Services
  • Investment Management
  • Wealth Transfer Planning
  • Estate Planning and Administration Services

Through providing an objective approach, with no obligations to specific companies or products, just a sole focus on your interests and needs, our team of experienced professionals will help you work toward pursuing your financial objectives as you define them.